Liam Timmons (CFP®, CIMA®, MBA)

Liam Timmons focuses in the
following client markets or areas of practice:

Business Owners

College/Education Planning

Corporate Executives

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

Liam Timmons uses his considerable investment and financial planning expertise to help his clients meet their most important life goals. Long-term relationships built on trust, personalized solutions and a high level of customer service are the cornerstone of each client engagement. Decisions and recommendations are made within the context of a longer-term, comprehensive financial plan that adapts and evolves with the client as needed.

Additional Information

Liam has a Bachelor of Arts (B.A.) in Political Science from Boston College and a Master’s in Business Administration (MBA) with a concentration in Asset Management from the Carroll Graduate School of Management at Boston College where he graduated with top honors.

Liam holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations.

Liam currently serves on the board of directors of the Community Health Systems Foundation and previously served on the board of directors of Highland Country Club in Attleboro, MA. Liam is an active member of the CFA Society Boston, Financial Planning Association, Investments & Wealth Institute, and the Boston College Alumni Association.

Liam is an avid golfer and fisherman and volunteers as a youth ice hockey coach for the Massachusetts Spitfires hockey club in Foxboro, MA. He is married to his college sweetheart and has two beautiful girls who are actively involved in ice hockey and lacrosse.